Managers & Trainers
5-Day Training Program

Own or License the Best Training Program on the Planet

Prepare your in-house trainers to deliver Phone for Success® training programs whenever you need them.

Certification and Licensing

Our Train-the-Trainer® Certification Program is a four-step process that ensures your company trainers will be able to deliver program modules from any of our telephone sales and/or service programs consistently and successfully.

Step 1: Personal Interview
Trainer candidates are required to have a minimum of three years of platform experience and an interview with Joel Linchitz to determine if they match our defined sales and service profile for teaching this program.

Step 2: Observation of our Program (Certification days 1 and 2)
Selected trainers learn our program through observing and modeling our approach, techniques, and methodologies as we present our training program to a pilot group of reps from your company. We encourage trainers to personalize all elements of the program they will ultimately present. This includes examples, sales/service situations they’ve encountered, solutions to specific problems, and responses to objections.

Step 3: Trainer Presentation (Certification days 3 and 4)
Trainers present selected program modules to additional staff while Joel Linchitz evaluates, critiques, and certifies their delivery based on a set of written criteria.

Step 4: Post-training Feedback and Review (Certification day 5)
Joel Linchitz conducts a post-training session with trainer(s) to debrief their experience and give them feedback on their delivery. Certified trainers will each receive a Certificate of Excellence at the conclusion of this session.

Core Documentation

We develop, research, and customize a Leader’s Guide for your trainers to use as the core documentation for the training program. We present the materials in a facing-page format with text and program information on one page and the related exercises and role-plays on the opposite page. The Phone for Success® training programs materials are noted for their clear and direct instructions to trainers, and for brief, easy-to-understand language in participant workbooks..

What We Deliver

• Licensing and Materials
Your company will have a license to order training materials from us, OR the right to reproduce materials for unlimited use and rollout.

• Train-the-Trainer Leader’s Guide
This guide forms the core training tool. It contains all training materials for the Phone for Success Certification Program. Training standards, schedules, and methodologies that we have developed and perfected over the last 20 years are integrated with your company’s sales/service information, culture, training requirements, and standards of excellence. The Leader’s Guide is the foundation for delivering and achieving your company’s sales and customer retention goals in the future.

• Teaching Aids
Customized color overhead slides (or software for LCD projection), handouts, exercises, and notes are provided for each skill set or module in the Phone for Success( Certification Program.

• Companion Student Workbook
This workbook is for training all designated telephone sales and service personnel. It is used in conjunction with the Train-the-Trainer Leader’s Guide, and follows the same step-by-step format.

• Follow-Up Support
Because the first six months is critical to the success of any training program, we will make appropriate arrangements for on-going consultation time. We are also prepared to oversee and monitor the project on an as-needed basis to make certain the program achieves your objectives. This would include additional training, if necessary, and trouble-shooting any problems that may arise.

• Training Expansion
PFS has the flexibility and resources to augment your company training schedule with our own certified trainers should it be necessary to meet deadlines or train more people.

• Supplemental Tools

We can support your in-house efforts to maintain long-term performance results by providing:

a. Offsite Monitoring to augment your coaching staffs resources expertise
b. Web Broadcasts with leading authorities on sales and service training
c. Teleconferences with your coaching staff to increase their knowledge base
and troubleshoot concerns.